Who can use this feature?
Full users on Ramping, Core, and Scale (legacy)
Full users on Meet
Lite users
What is a Scheduling Admin?
Team scheduling admins can view and manage Booking Windows for all users on their team.
They can create, edit, and delete Booking Windows on behalf of any advisor on their team who has an active Google or Microsoft 365 calendar integration.
They can configure reminders on Booking Windows they manage.
They can switch between viewing their own Booking Windows and team Booking Windows using a toggle.
Note: Looking for the full picture? Check out the Meeting Scheduling in Jump help guide.
Requirements
The advisor you want to create a Booking Window for must have an active Google or Microsoft 365 calendar integration connected to Jump.
If the advisor does not have a connected calendar integration, you cannot create a Booking Window for them.
Where to find Booking Window management
Go to Profile & settings > User settings > Booking Windows.
Use the toggle at the top of the page to switch between:
My booking windows, and
All team booking windows (all windows you manage across the firm)
How to assign a Scheduling Admin
Account Owners can assign the Team scheduling admin role from team settings:
Go to Profile & settings > Account settings > Teams > Edit team.
Find the row for the team member you want to update.
Use the drop down menu to select Team scheduling admin.
Click Done.
To remove the role, follow the same steps and deselect Team scheduling admin.
Note: Account owners can assign Team meeting admin and Team scheduling admin roles separately or concurrently, giving teams more control over who can see others meetings or schedule meetings on behalf of others.
Lite seat users are given Team scheduling admin permissions by default when added to a team.
Check out How to set up a team in Jump for more information.
How to manage Booking Windows as a Scheduling Admin
Go to Profile & settings > User settings > Booking Windows.
Switch to All team booking windows.
Create a new Booking Window.
When prompted, select which advisor’s calendar to use.
Only advisors with an active calendar integration will appear in the list.
Configure the Booking Window settings (availability, meeting details, etc.).
Configure reminders for the Booking Window (if needed).
Save.
When a meeting is booked through a Booking Window you manage, the advisor still receives the calendar invite as normal.
FAQ
Can a Lite seat user be a Scheduling Admin?
Yes. Lite seat users are given Team scheduling admin permissions by default when added to a team.
Can a Scheduling Admin edit an advisor’s existing Booking Windows?
Yes. Scheduling Admins have full create, edit, and delete access for all Booking Windows in the firm.
Do Scheduling Admins get notified when a client books a meeting through a Booking Window they created for an advisor?
Yes. Users who help manage another advisor’s booking windows can receive the relevant booking-window notifications (instead of everything only going to the advisor).
Need More Help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]